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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,926 | $100,139+42.7% | $85,187+67.8% | $145,884-2.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.76% | 84.15%-80.4pp | 66.67%-62.9pp | 551.85%-548.1pp |
| Employer contribution / active EE | $33,138 | $3,238+923.4% | $2,732+1112.8% | $4,662+610.8% |
| Participant deferral / active EE | $33,320 | $5,296+529.2% | $4,525+636.4% | $6,690+398.1% |
| Admin fee / account holder | $848 | $7,262-88.3% | $6,162-86.2% | $13,392-93.7% |